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Carpetland's avatar
Carpetland
Contributing User
3 years ago

Analyse Sales Report

I have the report that have the sales allocated to a salesperson BUT.... there were some sales that had no salesperson allocation.  So the report does not add to the years sales figure.  Is there a report that shows me which sales were not allocated to a salesperson?  

4 Replies

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  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    3 years ago

    Hi Carpetland , you can add Salesperson to the Sales Register Detail report for a quick review. On the report preview, select Insert/Modify, then Show/Hide, and add the Salesperson field.

  • Carpetland's avatar
    Carpetland
    Contributing User
    3 years ago

    Thanks these are sales I have invoiced but not put a salesperson on.

     

    So when I run the report for the year, the total for the salespeople doesn't add up to the total sales for the year.

     

    Would you know how I run a report that is sales for eg: John, Jane, James and ..... the ones I have no sales name on?

     

     

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    3 years ago

    Hi Carpetland , my suggestion was to use a different report (the Sales Register Detail report), which has one line per invoice, add the Salesperson field, as a quick way to identify the ones you need to edit. Then run the Analyse Sales report, which should then be complete.  

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